Ali’s logistics strategy is to take the path of platformization, further “strangling their throats”. Who “they” are, we will not discuss for now. Taobao’s logistics strategy is getting closer and closer to JD.com. Although its own logistics platform has not yet been successfully built, it has been eager to get in, and it is in a dilemma... I believe there will be many changes this year.

JD.com has built its own massive storage center, expanded its terminal distribution team, and built its own trunk transportation... During this period, it has also tried to facilitate direct contracts between suppliers and logistics companies, and to form joint ventures with professional logistics companies, or to carry out mergers and acquisitions. In any case, we can see the trend of platformization, or the trend of socialization.